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Private Client Tax - Senior Manager - Top 30 Firm

Pro-Tax

City Of London

Hybrid

GBP 70,000 - 90,000

Full time

Today
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Job summary

A leading tax advisory firm in London is seeking a Senior Manager to join their Private Client team. The ideal candidate will have a CTA qualification and extensive experience in tax planning for high-net-worth individuals. This client-facing role also involves team management, business development, and supporting partners. This position offers a pathway to Partnership in a prestigious firm that values diverse backgrounds.

Qualifications

  • Strong technical knowledge of income and capital taxes for wealthy individuals.
  • Extensive experience in advising on domicile, residence, and offshore structures.
  • Proven business development experience.

Responsibilities

  • Manage client relationships effectively.
  • Support partners with networking efforts.
  • Oversee and mentor team members.

Skills

Client relationship management
Tax planning knowledge
Business development
Team management

Education

CTA qualification
Job description

Private Client Senior Manager

London / Hybrid

Superb opportunity to build a career with a high-quality London Private Client team, offering the potential to progress to Partnership in a prominent team.

Our client has a strong reputation in the Private Client field, advising an impressive client list of HNW/UHNW entrepreneurs, international families, business owners and senior executives. Many of their clients are UK res non dom with multi-jurisdictional aspects to their affairs. The team continues to attract high quality work and is now undertaking a strategic recruitment exercise as part of ongoing succession-planning.

They are keen to find a CTA qualified personal tax adviser who is ready to take on an Senior Manager role.

The role requires strong technical knowledge of the income and capital taxes planning issues facing wealthy individuals and their families. This will include extensive experience of advising on domicile, residence, remittance and offshore trust structures. The position is very much client-facing, requiring excellent relationship management skills.

An interest in assisting the partners with networking and business development initiatives is also important, with prior experience in that area a key requirement.

You’ll be supported by high profile Partners and an experienced team of personal tax ATTs and CTAs. Team management will form another key element of the role.

If you are looking to take your Private Client career to the next level, with the aim of progressing towards Partnership with a respected London firm, please email john.corfield@pro-tax.co.uk for further details.

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.

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